Want to know what to ask new clients? The answers are here!

Do you want to know what to ask new clients?

Do you want a form to use that will do this all for you?

I have developed a client needs analysis form, I am making this available exclusively to all Talkfreelance members. The form contains everything required to ask a new client, you don't have to even think about it, it's a no-brainer!

The form is a protected document, so only you can make changes to it, clients can only enter the form fields. To unprotect the document click Tools, Unprotect Document, in Word. The password to unprotect the document is:

abcd1234

Once you have edited in any necessary changes make sure to protect it again, otherwise it won't work properly for your clients. To protect it click Tools, Protect Document, make sure Forms is selected and you put in your own password.

There are sections you will have to edit, I have highlighted them in bold red. Make sure to apply the correct formatting to the changes before saving the document. Also make sure to put your own business name into the header and footer.

Good luck!

Attached Files

Talkfreelance Member Needs Analysis Form.zip (31.6 KB, 103 views)

Julian thats great, alot of people have complained about the lack of information a client has given them. This should help.

I dont have word, but it opens fine in wordpad it looks good although may be too extensive for most people.

Looks nice, may be a bit extensive, but can be easily modified of course! Thanks!

Very nice man, thanks alot.

I like it allot

Thanks!

Originally Posted by Needs Analysis Form The intent of this form is to gather as much information as possible so that your needs can be met in every way. There are a lot of questions to answer below, but all are important to enable Circle Design to give you the best service, meet your requirements and provide you with the most accurate estimate possible. You do not have to answer every question, but please make an attempt at most of them

That quote is from the form itself. It explains why there is so much depth to the form. It is the best way to initially get to know the clients business. If you don't know, or understand, your clients business how can you design for their needs?

I have had several people fill it out so far, and each has been very happy that I am actually asking them real questions about their business and showing a genuine interest in their needs.

If it's too much for you, or you are targetting young, non-business like, clients then edit it for your own use

This form varies on who you are dealing with and some questions can be elaborated on. The stationary question ,ie would you be intrested in a full company design (site,logos,cards,leter headings and so on corporate stuff)
The design and the complesity should be asked somewhere.

This for a simple company or big company might be abit much some times but if you took long time to research this , it might be a great tool. Anyways some of the questions lead to directing me to s certain way of work. I dont like that a designer knows what he is doing and knows what is the best in the design criteria and can make better dessitions. Unles the customer has a really specific idea (not ussaly).

But a great read over all i liked it.

Yes, most of the questions can be elaborated on, this is a form to get to know your clients needs. It does not get into design specifics, I have another form (a lot smaller) for that

Good stuff havent had any local work yet but looking forward to meet face to face.